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Current Employers
Atticus Wealth Management

11380 Prosperity Farms Road Suite 201, Palm Beach Gardens, FL 33410 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-01-13
  • TX RA
    APPROVED
    Since 2021-01-13

Branch Locations

New Braunfels, TX • United States

11380 Prosperity Farms Road Suite 201, Palm Beach Gardens, FL 33410 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dpfsm, Llc Dba Divorce Financial Planning Tampa FL 06/2011 10/2020
Gf Investment Services, Llc Sarasota FL 07/2013 01/2018
Global Financial Private Capital Llc Sarasota FL 02/2014 01/2018
Scf Securities, Inc. Fresno CA 01/2018 10/2020
Scf Investment Advisors, Inc. Fresno CA 01/2018 10/2020
Atticus Wealth Management Atlanta GA 10/2020 Present
  • 06/2011 → 10/2020
    Dpfsm, Llc Dba Divorce Financial Planning
    Tampa, FL
  • 07/2013 → 01/2018
    Gf Investment Services, Llc
    Sarasota, FL
  • 02/2014 → 01/2018
    Global Financial Private Capital Llc
    Sarasota, FL
  • 01/2018 → 10/2020
    Scf Securities, Inc.
    Fresno, CA
  • 01/2018 → 10/2020
    Scf Investment Advisors, Inc.
    Fresno, CA
  • 10/2020 → Present
    Atlanta, GA
Previous Registrations
  • 2018-01-08 → 2020-10-23
    Scf Investment Advisors, Inc.
    Tampa, FL
    San Diego, CA
  • 2014-02-21 → 2018-01-08
    Global Financial Private Capital, Inc.
    Sarasota, FL
    Tampa, FL
    Tampa, FL
  • 2011-06-29 → 2017-11-30
    Divorce Financial Planning Llc
    Tampa, FL
  • 2011-05-31 → 2015-02-04
    Platinum Wealth Partners
    Tampa, FL
  • 2008-09-04 → 2011-06-01
    Tampa, FL
    Tampa, FL
  • 2005-01-10 → 2008-04-22
    St. Petersburg, FL
    Saint Petersburg, FL
  • 2003-08-20 → 2004-12-03
    Tampa, FL
  • 2003-01-28 → 2003-09-10
    Truist Investment Services, Inc.
    Tampa, FL
Other Businesses

1.) GLOBAL PLANNING SOLUTIONS & ADVISORY LLC - INSURANCE AGENT - LESS THAN ONE HOUR PER WEEK - OWNER - NON-VARIABLE LIFE INSURANCE PRODUCTS, LONG TERM CARE, DISABILITY;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-09-10
S63 Uniform Securities Agent State Law Examination 2003-02-25
  • S66 Uniform Combined State Law Examination
    2008-09-10
  • S63 Uniform Securities Agent State Law Examination
    2003-02-25
Designations
Other Names
  • Bob Kokol

View on SEC IAPD

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